<body class="ID-00005219" id="ID-0000962c"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Company ID# (US)</h1><div class="body conbody"><p class="shortdesc">(United States only) The Company ID# field on the CM Accounts form.</p><p class="p ID-00000007">For Electronic Funds Transfers (EFTs). </p><p class="p ID-00000007">Enter your 10-digit company identification number. This will typically be either your bank account number or your Federal Tax ID preceded by a '1'.</p><p class="p ID-00000007">Position: 41-50, Batch Header Record</p></div></article></main></body>

(United States only) The Originating DFI field on the CM Accounts form.

Originating DFI (US)

The following is a list of field descriptions for the CM Accounts form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Field Definitions: CM Accounts Form

(United States only) The Company Discretionary field on the CM Accounts form.

Company Discretionary (US)

(United States only) The Company ID# field on the CM Accounts form.

Company ID# (US)

2022 R1

2021 R2

2021 R1

vista/2022-r1/accounting/cash-management/set-up-and-maintain-cash-management/cm-accounts/about-the-cm-accounts-form/field-definitions-cm-accounts-form/company-id-us

2022-r1/accounting/cash-management/set-up-and-maintain-cash-management/cm-accounts/about-the-cm-accounts-form/field-definitions-cm-accounts-form/company-id-us

Introduction to Vista Reports

Viewpoint Portal Production Sitemap

Viewpoint Resources

ProContractor

Viewpoint Estimating

You can access Automatic Invoicing from the Trimble Construction One
		workcenter.

Access Automatic Invoicing

Upload Invoices

Prepare the batch of invoices by adding page breaks, removing pages, or rotating pages as needed.

Prepare Invoices

Once Automatic Invoicing has populated the header data for the PDFs in the batch, you can review the results, correct any errors, and then send the invoices to your ERP system.

Process Invoices

An Enterprise Admin can provide access to Automatic Invoicing by setting the Accounts Payable role for a user in
            Trimble Construction One.

Give a User Access to Automatic Invoicing

<body id="concept-833"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1"><span class="keyword">Automatic Invoicing</span> (for
			<span class="keyword">Trimble Construction One</span> Users)</h1><div class="body conbody"><p class="shortdesc">With <span class="keyword">Automatic Invoicing</span> you can automatically enter invoice headers into <span class="keyword">Vista</span> without performing manual data entry, saving time and avoiding
		potential mistakes.</p><p class="p">Access <span class="keyword">Automatic Invoicing</span> from
			the <span class="keyword">Trimble Construction One</span> workcenter by logging into <a class="xref j-external-link" href="http://team.viewpoint.com/" target="_blank">team.viewpoint.com</a>, and then selecting <span class="ph uicontrol">Accounts
				Payable</span> from the main menu.</p><p class="p">Use <span class="keyword">Automatic Invoicing</span> to
			enter validated, unapproved invoices. There are three steps in the process:</p><div class="p">
			<ol class="ol" id="concept-833__ol_hfd_pk1_vtb"><li class="li"><span class="ph uicontrol">Upload</span> PDF
					invoices as a batch. See <a class="xref" href="/vista/2022-r1/accounting/accounts-payable/invoices/unapproved-invoices/automatic-invoicing-for-trimble-construction-one-users/upload-invoices">Upload Invoices</a>.</li><li class="li"><span class="ph uicontrol">Prepare</span> the
					batch of invoices by adding page breaks, removing pages, or rotating pages as
					needed. See <a class="xref" href="/vista/2022-r1/accounting/accounts-payable/invoices/unapproved-invoices/automatic-invoicing-for-trimble-construction-one-users/prepare-invoices">Prepare Invoices</a>.</li><li class="li"><span class="ph uicontrol">Process</span> the batch
					of invoices by reviewing the header data, correcting any errors, and then
					sending the batch to <span class="keyword">Vista</span>. See
						<a class="xref" href="/vista/2022-r1/accounting/accounts-payable/invoices/unapproved-invoices/automatic-invoicing-for-trimble-construction-one-users/process-invoices">Process Invoices</a>.</li></ol>
		</div><section class="section" id="concept-833__section_kjv_141_vtb"><h2 class="title sectiontitle">Requirements</h2>
			
			<div class="p">
				<ul class="ul" id="concept-833__ul_qnj_h41_vtb"><li class="li">You can take advantage of <span class="keyword">Automatic Invoicing</span> if your company's subscription for <span class="keyword">Vista</span> is part of our <span class="keyword">Trimble Construction One</span> contract.</li><li class="li">Users who access <span class="keyword">Automatic Invoicing</span> must be using single sign-on in <span class="keyword">Vista</span>. For details on enabling single sign-on for your
							<span class="keyword">Vista</span> users, see <a class="xref j-external-link" href="https://apim.viewpointplatform.com/help/v1/contents/urn:contentId:vista_60004:Vista:2022_R1" target="_blank">Enable Single
							Sign-on</a>. </li></ul>
			</div>
		</section><section class="section" id="concept-833__section_znf_b41_vtb"><h2 class="title sectiontitle">Setup</h2>
			
			<p class="p">To use <span class="keyword">Automatic Invoicing</span>, a
				user must first be given access by a <span class="keyword">Trimble Construction One</span> Enterprise Admin. For details on editing user permissions, see <a class="xref" href="/vista/2022-r1/accounting/accounts-payable/invoices/unapproved-invoices/automatic-invoicing-for-trimble-construction-one-users/give-a-user-access-to-automatic-invoicing/edit-a-user">Edit a User</a>.</p>
		</section></div></article></main></body>

Find information about the invoice approval workflow, from entering invoices, having them reviewed for approval, and then processing them.

Unapproved Invoices

An overview of the AP invoice approval workflow
         process.Name change from AP Vendor Master to AP Vendors
         applies to 2021 R2 and forward only.Name change from JC Job Master to JC Jobs applies to 2021 R2
         and forward only.
         Name change from IN Location Master to IN Locations applies to 2021
            R2 and forward only.

About Unapproved AP Invoices

With Automatic Invoicing you can automatically enter invoice headers into Vista without performing manual data entry, saving time and avoiding
		potential mistakes.

Automatic Invoicing (for Trimble Construction One Users)

Use the Dashboards tab to access the
		Dashboards page.

Access Dashboards

You can filter a Dashboard in a number ways.

Filter a Dashboard

You can export a summary of a Dashboard, or export the data
		from any tile, graph, or table in a Dashboard to an .xlsx or .csv file.

Export a Dashboard

You can interact with the information on a Dashboard in a
		number of ways.

Dashboard Options

The Commitments dashboard provides summary and detailed
                information about committed costs for your projects.

Commitments Dashboard Overview

The Contract Status dashboard provides summary and detailed
        information about contract status.

Contract Status Dashboard Overview

The Job Cost Detail Dashboard provides an overview of job
		costs for your enterprise and includes options to filter the data by parameters such as cost
		type or phase.

Job Cost Detail Dashboard Overview

<body id="concept-644"><main role="main"><article role="article" aria-labelledby="ariaid-title1">
	<h1 class="title topictitle1" id="ariaid-title1">Dashboards</h1>
	
	
	<div class="body conbody"><p class="shortdesc">Dashboards in Viewpoint Analytics provide visualizations of
		key project data to enable you to make data-driven decisions for your
		enterprise.</p>
		<p class="p">From each Dashboard, you can filter the data to see details for a particular project,
			modify how the data is displayed, and export the data as either an .xlsx or .csv file. </p>
		<p class="p"><iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/642444334" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe></p>
		<section class="section" id="concept-644__section_uhc_jzs_zqb"><h2 class="title sectiontitle">About Data Security and Data Refresh</h2>
			
			<p class="p">Dashboards in Viewpoint Analytics retain any
				security settings configured for a user in your ERP (Vista or Spectrum).</p>
			<p class="p">Information in <span class="keyword">Dashboards</span> is automatically imported from
				your ERP and updated once a day after business hours.</p>
		</section>
		<section class="section" id="concept-644__section_fmr_jdp_1rb"><h2 class="title sectiontitle">Available Dashboards</h2>
			
			<div class="p">Viewpoint Analytics currently includes the following Dashboards:<ul class="ul" id="concept-644__ul_lh4_ldp_1rb">
					<li class="li">The <span class="ph uicontrol">Commitments Dashboard</span> provides summary and
						detailed information about committed costs for your projects organized by
						parameters such as company, job, phase, and cost type. For details, see
							<a class="xref" href="/viewpoint-analytics/viewpoint-analytics/using-viewpoint-analytics/dashboards/commitments-dashboard-overview">Commitments Dashboard Overview</a>.</li>
					<li class="li">The <span class="ph uicontrol">Job Cost Detail Dashboard</span> provides both
						summary and detailed Job Cost information for your projects, including cost,
						hours, and quantity information for both estimates and projections. For
						details, see <a class="xref" href="/viewpoint-analytics/viewpoint-analytics/using-viewpoint-analytics/dashboards/job-cost-detail-dashboard-overview">Job Cost Detail Dashboard Overview</a>.</li>
				</ul></div>
			<div class="note note note_note" id="concept-644__note_jbv_dhn_jrb"><span class="note__title">Note:</span> At this time, Dashboards have pre-configured
				parameters. You can filter the Dashboards, and drill down into the details, but
				cannot change the basic parameters for each Dashboard.</div>
		</section>
		<section class="section" id="concept-644__section_ixw_wy5_1rb"><h2 class="title sectiontitle">Requirements</h2>
			
			<p class="p">If you don't see <span class="ph uicontrol">Dashboards</span> listed under
					<span class="ph uicontrol">Analytics Features</span> on the User Management page in the
				Admin Center, you can request Dashboards for your enterprise by logging in to the
					<a class="xref j-external-link" href="https://support.viewpoint.com/login" target="_blank"><span class="keyword">Viewpoint Customer Portal</span></a> and contacting Support.</p>
			<p class="p"><img class="image" id="concept-644__image_xtj_hwm_lrb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/U9Z58aLHXBHGnDvmjvdN/6b77eeb0-4676-11ec-9e9c-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1660789318&amp;Signature=jyTc9n0TC9eplL%2FxGpQYcJodv0fp2FEfnGc7O9VG6cuQUhKovtRtrXMDvBAGFPqxv4KYFu9Z%2FqSDJjvns8z14SDm8A7ePTq6Xs0i%2FBgrEH6lmthq%2B6xHDtUev7Yix4BebwyeXYExVZT2lCS%2FYlhglrrGH9Ubj7xxEzTDnIB%2FBx2mB8QMCztVNCLxt57kH3ltr76YZmdJNX%2BVPtFbz0JpIqHPmiYI1xGmXABA0zv2ZJc1x1XV%2FumHeU6z%2Bnn8dJ13bQEi8ul9blE2VIeYT%2BkVq7%2FjynM6eQSsCMqLu6Ffj9UvwwSU7ZpRSZcqJq6AvHyqS%2F882SR5dmXFr%2BWdJmA0cw%3D%3D"></p>
			<div class="p">Note the following requirements:<ul class="ul" id="concept-644__ul_oxl_yy5_1rb">
					<li class="li">You can take advantage of Dashboards if your company's subscription for
						Trimble Viewpoint is part of our <span class="keyword">Trimble Construction One</span> contract, and you have a Viewpoint Analytics
						license. For information on managing licenses, see <a class="xref" href="/viewpoint-analytics/viewpoint-analytics/administration/about-managing-analytics-licenses">About Managing Analytics Licenses</a></li>
					<li class="li">Users must first be using single sign-on (SSO) in your ERP (Vista or
						Spectrum) in order to access Dashboards. <ul class="ul" id="concept-644__ul_e4w_cc4_jsb">
							<li class="li"><span class="ph uicontrol">Vista</span>: For details on enabling SSO for Vista users,
								see <a class="xref j-external-link" href="https://apim.viewpointplatform.com/help/v1/contents/urn:contentId:vista_60004:Vista:2021_R2" target="_blank">Enable
									Single Sign-on</a> in the Vista Help.</li>
							<li class="li"><span class="ph uicontrol">Spectrum</span>:
								For details on enabling SSO for Spectrum users, see <a class="xref j-external-link" href="https://apim.viewpointplatform.com/help/v1/contents/urn:contentId:spectrum_000001:spectrum:spectrum" target="_blank">Single Sign-On</a> in the
								Spectrum Help.</li>
						</ul></li>
				</ul></div>
		</section>
		<section class="section" id="concept-644__section_hlh_5ch_yqb"><h2 class="title sectiontitle">Setup</h2>
			
			<p class="p">Once <span class="keyword">Trimble
                                                  Viewpoint</span> has
				enabled Dashboards for your enterprise, the Enterprise Admin can edit the users in
				your enterprise to provide access to the <span class="ph uicontrol">Dashboards</span> feature. For details
				editing user settings, see <a class="xref" href="/viewpoint-analytics/viewpoint-analytics/administration/edit-a-user">Edit a User</a>. </p>
		</section>
	</div>
</article></main></body>

viewpoint-analytics/viewpoint-analytics/using-viewpoint-analytics/using-viewpoint-analytics

Using Viewpoint Analytics

Hotkeys can help you save time by offering shortcuts to
        commonly used actions.

Hotkeys for Viewpoint Analytics

Dashboards in Viewpoint Analytics provide visualizations of
		key project data to enable you to make data-driven decisions for your
		enterprise.

Dashboards

Viewpoint Analytics

<body id="task-38200001"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Upgrade your Viewpoint ID to Trimble</h1><div class="body taskbody"><p class="shortdesc">If you are based in North America, take these steps to upgrade your Viewpoint ID (SSO) account to a Trimble account in order to continue logging in to Viewpoint applications.</p><div class="section prereq p"> <div class="note note note_note"><span class="note__title">Note:</span> The steps on this page apply to you only if you are based in North America, and if you do not use Azure AD to log in to your Trimble Viewpoint applications.</div><ul class="ul"><li class="li">You must have access to your email to complete the upgrade because the upgrade process sends an email with a validation code which you must retrieve and use.</li><li class="li">You need to take these upgrade steps only once for your account.</li></ul><p class="p">You can find videos and more information in <a class="xref" href="/viewpoint-team/viewpoint-team/getting-started/viewpoint-team-getting-started/getting-started-user-accounts/about-upgrading-your-viewpoint-id-to-trimble">About Upgrading your Viewpoint ID to Trimble</a>.</p></div><section class="section context">
            
            <p class="p">The upgrade process starts automatically when you log in as you normally do using the Trimble Construction One login screen.</p><p class="p">After entering your password and selecting <span class="ph uicontrol">Sign In</span>:</p>
        </section><ol class="ol steps"><li class="li step stepexpand"><span class="ph cmd">(Optional) Watch the video offered within the screen welcoming you to the upgrade process.</span><div class="itemgroup info"><div class="note note note_note"><span class="note__title">Note:</span> If your company requires you to log in with Multi-Factor Authentication (MFA), a note appears just above the <span class="ph uicontrol">Next</span> button instructing you to enable MFA when you create your Trimble Account.<ul class="ul"><li class="li">If you do not see this note, MFA is optional for you.</li></ul></div></div></li><li class="li step stepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Next</span>.</span><div class="itemgroup stepresult">A Trimble account creation page appears with your email address placed by default.</div></li><li class="li step stepexpand"><span class="ph cmd">If you</span><ul class="ul choices"><li class="li choice">do <u class="ph u">not</u> have a Trimble account,  proceed with step 4. This is the most common action.</li><li class="li choice"><u class="ph u">already have</u> a Trimble account, skip to step 5.</li></ul></li><li class="li step stepexpand"><span class="ph cmd">Create a Trimble account:</span><ol type="a" class="ol substeps"><li class="li substep substepexpand"><span class="ph cmd">Enter your first and last name.</span></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Send Code</span>.</span><div class="itemgroup stepresult">A unique code is sent to your email, and the <span class="ph uicontrol">Verification Code</span> field appears.</div></li><li class="li substep substepexpand"><span class="ph cmd">Retrieve and enter the code in the <span class="ph uicontrol">Verification Code</span> field.</span></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Submit</span>.</span></li><li class="li substep substepexpand"><span class="ph cmd">Create a password that meets the complexity requirements shown on screen.</span></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Submit</span>.</span><div class="itemgroup stepresult">The Account Preferences screen appears.</div></li><li class="li substep substepexpand"><span class="ph cmd">Confirm the <span class="ph uicontrol">Country</span>, <span class="ph uicontrol">Time Zone</span>, and <span class="ph uicontrol">Language</span> field values.</span></li><li class="li substep substepexpand"><span class="ph cmd">If you are required  by your organization to use MFA, or would like to opt in, select <span class="ph uicontrol">Enable Multi-Factor Authentication</span> and select <span class="ph uicontrol">Submit</span>. Otherwise skip to step i.</span><div class="itemgroup info"><div class="note note note_note"><span class="note__title">Note:</span> If you are required by your organization to use MFA and you do not set it up, subsequent attempts to log in to your application will  place you in your Trimble account profile page where you must turn it on and set it up.<p class="p"></p><p class="p"><strong class="ph b">Steps to set up MFA</strong></p><table class="simpletable"><colgroup><col style="width:50%"><col style="width:50%"></colgroup><thead><tr class="sthead"><th class="stentry" scope="col">Authenticator app</th><th class="stentry" scope="col">Text codes</th></tr></thead><tbody><tr class="strow"><td class="stentry"><ol class="ol" type="i"><li class="li">Open the app and scan the QR code.</li><li class="li">In the <span class="ph uicontrol">Verification Code</span> field, enter the code provided by the app.</li><li class="li">Select <span class="ph uicontrol">Yes, Enable</span>.</li></ol></td><td class="stentry"><ol class="ol" type="i"><li class="li">Select <span class="ph uicontrol">Use a different method</span>.</li><li class="li">Enter your phone number and select <span class="ph uicontrol">Send Code</span>.</li><li class="li">In the <span class="ph uicontrol">Verification Code</span> field, enter the code provided by text and select <span class="ph uicontrol">Submit</span>.</li><li class="li">Select <span class="ph uicontrol">Yes, Enable</span>.</li></ol></td></tr></tbody></table></div></div></li><li class="li substep substepexpand"><span class="ph cmd">When the settings are complete in the Account Preferences screen, select <span class="ph uicontrol">Submit</span>.</span><div class="itemgroup stepresult">A confirmation window appears.</div></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Yes, use this account</span>.</span><div class="itemgroup stepresult">You are taken to the application to which you were logging in.</div></li><li class="li substep substepexpand"><span class="ph cmd">Ignore step 5.</span></li></ol></li><li class="li step stepexpand"><span class="ph cmd">Sign in to an existing Trimble account:</span><ol type="a" class="ol substeps"><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Sign in</span>.</span></li><li class="li substep substepexpand"><span class="ph cmd">Follow the prompts to sign in using your existing Trimble ID.</span><div class="itemgroup stepresult">A confirmation window appears.</div></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Yes, use this account</span>.</span><div class="itemgroup stepresult">You are taken to the application to which you were logging in.</div></li></ol></li></ol><section class="section result">Your Viewpoint ID is upgraded to a Trimble account and your single sign-on experience now includes any Trimble products for which you have licenses.</section><section class="section postreq">Use this email address and password combination  when logging in to all Trimble products.</section></div></article></main></body>

Before you begin using Team, a project must be setup by the
        Enterprise Admin.

Getting Started: Project Setup

Learn about the upgrade from Viewpoint ID/SSO to Trimble accounts.

About Upgrading your Viewpoint ID to Trimble

If you are based in North America, take these steps to upgrade your Viewpoint ID (SSO) account to a Trimble account in order to continue logging in to Viewpoint applications.

Upgrade your Viewpoint ID to Trimble

Viewpoint Team

<body id="concept-1675"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Viewpoint Help Overview</h1><div class="body conbody"><p class="shortdesc"></p><p class="p">
            <iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/457880804" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe>
        </p></div></article></main></body>

viewpoint-field-management/viewpoint-field-management/whats-new/whats-new-in-2022-r7

Viewpoint Field Management

Viewpoint Financial Controls

Manage Financial Controls Licenses

Viewpoint Help Overview

<body id="concept-400"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Create PDFs and Share Links from Viewpoint Help </h1><div class="body conbody"><p class="shortdesc"></p><p class="p"><iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/386598722" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe></p></div></article></main></body>

spectrum/spectrum/whats-new/whats-new-in-spectrum-recent-releases

Spectrum

Vista Field Service

Create PDFs and Share Links from Viewpoint Help

<body id="concept-9990"><main role="main"><article role="article" aria-labelledby="ariaid-title1">
	<h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="keyword">HR Management</span> for <span class="keyword">Spectrum</span> 2022 R6</h1>
	
	
	<div class="body conbody"><p class="shortdesc">This <span class="keyword">HR Management</span> for <span class="keyword">Spectrum</span> release introduces <span class="keyword">Employee
                                          Self-Service</span>,
		which allows your employees to view and update their personal information in the <span class="keyword">Trimble Construction One</span> workcenter.</p>
		<section class="section" id="concept-9990__section_zqg_bcs_stb"><h2 class="title sectiontitle">Welcome to <span class="keyword">Employee
                                          Self-Service</span>!</h2>
			
			<p class="p">Employees can now manage the information that they currently have on file
				in your <span class="keyword">Spectrum</span> ERP system, view
				their earnings information, and more! To enable employee users, you will need to
				create limited security <span class="keyword">Spectrum</span>
				operator records for your employees and then migrate those operator accounts to
					<span class="keyword">Trimble Construction One</span>.</p>
			<p class="p">Watch a video demonstration of Employee Self-Service features.</p>
			<p class="p"><iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/717653676" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe></p>
		</section>
		<section class="section" id="concept-9990__section_w5w_vzb_ttb"><h2 class="title sectiontitle">Security Setup Help and Training</h2>
			
		</section>
		<section class="section" id="concept-9990__section_o5w_vzb_ttb">
			<p class="p">In order for your employees to access <span class="keyword">Employee
                                          Self-Service</span>, you will need to
				create limited security <span class="keyword">Spectrum</span>
				operator records for them and then migrate those operator accounts to <span class="keyword">Trimble Construction One</span>. For details on security setup for
				employees, see <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-tools-and-administration/hr-tools-and-administration/security-requirements-for-employee-users">Security Requirements for Employee Users</a>. </p>
			<p class="p">You can also enroll in the <a class="xref j-external-link" href="https://academy.viewpoint.com/learn/course/5115/spectrum-hr-management-migrating-employees-to-trimble-construction-one?generated_by=183859&amp;hash=8907c56bb88b5e9a20d1fc26a04e0fd7626d67c3" target="_blank">Spectrum HR Management - Migrating Employees to
					Trimble Construction One</a> training course available on the <span class="keyword">Viewpoint
                                                  Academy</span>. You will need to enter your <span class="keyword">Viewpoint
                                                  Academy</span>
				login credentials to enroll in this course.</p>
		</section>
		<section class="section" id="concept-9990__section_avw_tzb_ttb"><h2 class="title sectiontitle">Employee Self-Service Features</h2>
			
		</section>
		<section class="section" id="concept-9990__section_cpy_lvb_ttb">
			<p class="p"><span class="ph uicontrol">Features Available
					to Employee Users</span></p>
			<p class="p">For this initial release of <span class="keyword">Employee
                                          Self-Service</span>, employee users with the appropriate security setup
				can access the following:</p>
			<div class="p">
				<ul class="ul" id="concept-9990__ul_dpy_lvb_ttb">
					<li class="li">
						<p class="p"><span class="ph uicontrol">Personal
								Information</span>: Currently, employees can update their
							contact information and an emergency contact. They can also review their
							direct deposit information on file, with the ability to edit direct
							deposit information coming soon!</p>
					</li>
					<li class="li">
						<p class="p"><span class="ph uicontrol">Earnings</span>:
							Employees can view pay stub summaries, including net pay and total
							hours.</p>
					</li>
				</ul>
			</div>
		</section>
		<section class="section" id="concept-9990__section_epy_lvb_ttb">
			<p class="p">Employee users can refer to the <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/employee-self-service/employee-self-service">Employee Self-Service</a> section in Help to learn how to set up their user
				accounts, log in, and access their Personal Information and Earnings.</p>
		</section>
		<section class="section" id="concept-9990__section_o1h_bg5_stb">
			<p class="p"><span class="ph uicontrol">Features Available
					to HR Users</span></p>
			<p class="p">HR team members will have access to a new set of <span class="ph uicontrol">HR Admin
					Tools</span>, depending on their user role and permissions:</p>
			<div class="p">
				<ul class="ul" id="concept-9990__ul_q5n_pks_stb">
					<li class="li">
						<p class="p"><span class="ph uicontrol">Permission Groups</span>: HR admins set up permission groups
							to determine whose employee information HR specialists can view from the
							Employee Dashboard.</p>
					</li>
					<li class="li">
						<p class="p"><span class="ph uicontrol">Employee
								Dashboard</span>: HR Specialists can use the Employee Dashboard
							to review and manage information currently on file for those employees
							who fall under their assigned permission groups.</p>
					</li>
				</ul>
			</div>
		</section>
		<section class="section" id="concept-9990__section_wfs_wvb_ttb">
			<p class="p">HR users can refer to the <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-tools-and-administration/hr-tools-and-administration">HR Tools and Administration</a> section in Help to learn how to set up their user
				accounts, log in, create permission groups (HR admins), and access the Employee
				Dashboard (HR specialists).</p>
		</section>
		<section class="section" id="concept-9990__section_zbt_dvb_ttb">
			<p class="p">For help adding HR team members to an enterprise or an explanation of HR Management
				Roles, see the <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-tools-and-administration/enterprise-administration">Enterprise Administration</a>
				page.</p>
		</section>
		<section class="section" id="concept-9990__section_tcw_mj5_stb"><h2 class="title sectiontitle">New Structure for <span class="keyword">HR Management</span> Help</h2>
			
			<p class="p">The Help for <span class="keyword">HR Management</span> has been restructured
				in conjunction with the release of <span class="keyword">Employee
                                          Self-Service</span> and the new HR Admin Tools.</p>
			<p class="p">You will find new tiles available on the <span class="keyword">HR Management</span> home page in Viewpoint
				Help. <span class="keyword">Onboarding</span>
				users may notice that the <span class="keyword">Onboarding</span> tile has been removed. You can access <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-tools-and-administration/onboarding">Onboarding</a> Help from the HR Tools
				and Administration section. </p>
			<div class="p">
				<br><img class="image" id="concept-9990__image_jpx_3yb_ttb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/U9Z58aLHXBHGnDvmjvdN/68fcb470-e5f6-11ec-bbc8-0242c0252b0d?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1660789317&amp;Signature=tvHmN2m4ehk6Wlrf724WyixUQ06fwD1%2FkUbPHV0fWQth%2BFc22H2O0MB9jAZ700Y3tpk0DXSAVnwx%2FH%2FD%2B2n%2BvTTO%2BAPKkSjQZLrYVCBtaJ4%2F8zP9j2kOu5OzoVZWyyd%2FJ3GoThVD5J%2Fi2D3eTGfNJAnK9gx9WL2%2BLr5S%2BF0ZEWD1gj%2BHaXg8DKbSEX1s4mbDYS92RnbGgDJeGoveXVNXzvd6NCz%2BEyYIIMIoM726kfYGxKinFRpIBMU%2BMcohKIm%2BqYcTkzxW8Kr6nxVNP9EoD%2FEmaKxzqDbdTpVn9%2BNzquf1cGaSnJXl8Ix0x5xACAEc38UFKjdIRL%2B1VaRMMesIHQ%3D%3D"><br>
			</div>
			<p class="p">Here is a quick overview of each Help section:</p>
			<div class="p">
				<ul class="ul" id="concept-9990__ul_phg_1k5_stb">
					<li class="li">
						<p class="p"><span class="ph uicontrol">What's New</span>:
							Learn about the enhancements and changes made in the current release and
							in prior releases.</p>
					</li>
					<li class="li">
						<p class="p"><span class="ph uicontrol">Employee
								Self-Service</span>: The entry point for employee users looking
							for information on how to set up their user account, log in, and learn
							how to use <span class="keyword">Employee
                                          Self-Service</span> features like Personal Info and Earnings.
							See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/employee-self-service/employee-self-service">Employee Self-Service</a>.</p>
					</li>
					<li class="li">
						<p class="p"><span class="ph uicontrol">HR Tools and
								Administration</span>: The entry point for HR team members who
							are looking for information on application setup and security,
							permission groups, and HR tools, such as the Employee Dashboard and
								<span class="keyword">Onboarding</span>. See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-tools-and-administration/hr-tools-and-administration">HR Tools and Administration</a>.</p>
					</li>
					<li class="li">
						<p class="p"><span class="ph uicontrol">Videos</span>: View
							video demonstrations of key <span class="keyword">Onboarding</span>
							workflows and features. Look for videos on <span class="keyword">Employee
                                          Self-Service</span> features
							in future releases. See the <a class="xref j-external-link" href="https://help.viewpoint.com/en/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/videos/onboarding-workflow---video" target="_blank">Videos</a>
							section.</p>
					</li>
				</ul>
			</div>
			<div class="p">To access Help:<ul class="ul" id="concept-9990__ul_np3_p1c_ttb">
					<li class="li">
						<p class="p">You can always access <span class="keyword">HR Management</span> for <span class="keyword">Spectrum</span> Help from <a class="xref j-external-link" href="http://help.viewpoint.com" target="_blank">help.viewpoint.com</a>. </p>
					</li>
					<li class="li">
						<p class="p">Within the <span class="keyword">HR Management</span> application, you access help through the Resource Center, which is
							available by selecting the <img class="image" id="concept-9990__image_k5t_xl5_stb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/U9Z58aLHXBHGnDvmjvdN/690abe30-e5f6-11ec-bbc8-0242c0252b0d?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1660789317&amp;Signature=sXJmAjpr0XKomyxw573pHoPqiSmFTSSfEKAZsvOtQCnFQp8BtvkHxzTD1KdekEC18WQ0DY6cKxFGQuaJBXe1mhxlKPqSNE3LXQEL3Is4hwlqJ1JAkIX0%2B8PL2Fq64FckDOAFrbaLDsFjI%2FlHyX20WUSIn5N3jmgd7yW6imptOREKNs%2BGlG%2Ff0QTX%2BgJuFW34oEyC5yR2TOc5owmvemC2GoCDml3rs%2B%2BvpFWLnZjituHT1vJmpO%2FaHL%2FgYkwr9g92FY6B6Dbh2CWyKBl1R6ZECM9uSlgw5wGRp3rNkM%2B9p6lLltbbKc%2BK2WlOh5m36z9dyGouRtai7Kj3RkMUJt6Qog%3D%3D"> in the upper right
							corner of any application page.</p>
					</li>
				</ul></div>
		</section>
	</div>
</article></main></body>

The HR Management for Spectrum 2022 R3 release includes defect corrections only.

What's New in HR Management for Spectrum 2022 R3

viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/whats-new/whats-new-in-hr-management-for-spectrum-2022-r6

What's New

This HR Management for Spectrum release introduces Employee
                                          Self-Service,
		which allows your employees to view and update their personal information in the Trimble Construction One workcenter.

What's New in HR Management for Spectrum 2022 R6

HR Management for Spectrum

<body id="concept-120601"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in Vista 2022 R1</h1><div class="body conbody"><p class="shortdesc">The Vista 2022 R1 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.</p><p class="p">Some of the features contained in this release include auto adding new customers and service sites from work order quotes, an improved void payments process, and integration with field tickets for PM purchase orders, as well as other features to help improve your workflow.</p><p class="p">Click on the links below for more information about the new features and enhancements included in this release.</p><div class="p">
            <table class="table frame-all" id="concept-120601__table_l3p_vps_4lb"><caption></caption><colgroup><col style="width:2.0in"><col style="width:2.0in"><col style="width:2.0in"><col style="width:2.0in"></colgroup><thead class="thead"><tr class="row valign-top"><th class="entry align-left colsep-1 rowsep-1" id="concept-120601__table_l3p_vps_4lb__entry__1">Accounting</th><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-120601__table_l3p_vps_4lb__entry__2">Costs and Contracts</th><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-120601__table_l3p_vps_4lb__entry__3">HR and Payroll</th><th class="entry align-left colsep-1 rowsep-1" id="concept-120601__table_l3p_vps_4lb__entry__4">Project Management</th></tr></thead><tbody class="tbody"><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 concept-120601__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2022-r1/whats-new/accounting/accounts-payable-features">Accounts Payable Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 concept-120601__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2022-r1/whats-new/costs-and-contracts/job-billing-features">Job Billing Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 concept-120601__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2022-r1/whats-new/hr-and-payroll/payroll-features">Payroll Features</a></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 concept-120601__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2022-r1/whats-new/project-management/project-management-features">Project Management Features</a></td></tr><tr class="row"><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 concept-120601__table_l3p_vps_4lb__entry__4 "></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 concept-120601__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2022-r1/whats-new/costs-and-contracts/purchase-order-features">Purchase Order Features</a></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 concept-120601__table_l3p_vps_4lb__entry__4 "></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 concept-120601__table_l3p_vps_4lb__entry__4 "></td></tr><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 concept-120601__table_l3p_vps_4lb__entry__4 "></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 concept-120601__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2022-r1/whats-new/costs-and-contracts/subcontract-ledger-features">Subcontract Ledger Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 concept-120601__table_l3p_vps_4lb__entry__4 "></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 concept-120601__table_l3p_vps_4lb__entry__4 "></td></tr></tbody></table>
        </div><div class="p">
            <table class="table frame-all" id="concept-120601__table_d13_g53_dpb"><caption></caption><colgroup><col style="width:2.0in"><col style="width:2.0in"><col style="width:2.0in"></colgroup><thead class="thead"><tr class="row valign-top"><th class="entry align-left colsep-1 rowsep-1" id="concept-120601__table_d13_g53_dpb__entry__1">Service Management</th><th class="entry align-left colsep-1 rowsep-1" id="concept-120601__table_d13_g53_dpb__entry__2">Administration</th><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-120601__table_d13_g53_dpb__entry__3">System Tools</th></tr></thead><tbody class="tbody"><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_d13_g53_dpb__entry__1 concept-120601__table_d13_g53_dpb__entry__2 concept-120601__table_d13_g53_dpb__entry__3 "><a class="xref" href="/vista/2022-r1/whats-new/service-management/service-management-features">Service Management Features</a></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_d13_g53_dpb__entry__1 concept-120601__table_d13_g53_dpb__entry__2 concept-120601__table_d13_g53_dpb__entry__3 "><a class="xref" href="/vista/2022-r1/whats-new/administration/import-features">Import Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-120601__table_d13_g53_dpb__entry__1 concept-120601__table_d13_g53_dpb__entry__2 concept-120601__table_d13_g53_dpb__entry__3 "><a class="xref" href="/vista/2022-r1/whats-new/system-tools/vista-reports">Vista Reports</a></td></tr><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_d13_g53_dpb__entry__1 concept-120601__table_d13_g53_dpb__entry__2 concept-120601__table_d13_g53_dpb__entry__3 "></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_d13_g53_dpb__entry__1 concept-120601__table_d13_g53_dpb__entry__2 concept-120601__table_d13_g53_dpb__entry__3 "><a class="xref" href="/vista/2022-r1/whats-new/administration/viewpoint-administration-features">Viewpoint Administration Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-120601__table_d13_g53_dpb__entry__1 concept-120601__table_d13_g53_dpb__entry__2 concept-120601__table_d13_g53_dpb__entry__3 "><a class="xref" href="/vista/2022-r1/whats-new/system-tools/work-centers">Work Centers</a></td></tr></tbody></table>
        </div><p class="p">For a list of defects fixed in this version, click <a class="xref j-external-link" href="https://support.viewpoint.com/s/browse-cases-and-issues?tabset-d4f10=2" target="_blank">here</a> to go to the Track Cases/Issues page of the Viewpoint Customer Portal. Use the filter options to select your product and module. Then in the <span class="ph uicontrol">Fixed In Version</span> field, select this version.</p><section class="section"><h2 class="title sectiontitle">Reports Catalog Now in Viewpoint Help</h2>
            
            <p class="p"> You can now access the <span class="keyword">Vista</span> Reports Catalog in Viewpoint Help. The Reports Catalog provides information about each of the reports available in <span class="keyword">Vista</span>, including the report location, a description of the report and report parameters, and a screenshot of the report itself.</p>
            <p class="p"> To access the Reports Catalog, click the Reports Catalog icon on the Vista 2022 R1 home page. </p>
            <p class="p"><img class="image" width="816" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/U9Z58aLHXBHGnDvmjvdN/c2b3c130-a644-11ec-840b-42010a800002?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1660788061&amp;Signature=btetQPrvyQFWiUphdiLqpBkBZ30umnAdlwi%2Bp95VCTmt2koN7z2DioWQeObImKc%2BkulvegXhb7JcPgCNV%2B51CsjJeIwj9Xh%2BiLQp%2B8nmY11FAblGZvlMetjRTNeOlVwgQW%2FoIh96FBnDbzxzd8SAq7l7VVybt9zoO529KMkbZ3qirVQNWnx5SpBxt2HWxF%2BPMMGC%2BQzL26BHnvkw0iL7Yz1YN0Wz9rcTUyD4O4NJRorvlzjBtmbG7nIhSGmlSb9rpoczMJ5d7xVfaQ%2FusQh4iTNICryP%2BXeEudWjyqX776Up8Fns37wwVRkl7u5tOGPGsYqnHI%2BTRF4uvM8u3RKugA%3D%3D"></p>
            <p class="p"> Reports are grouped by module and then by country (United States, Canada, and Australia). Reports that apply to all regions are located in the General Reports folder for each module.</p>
            <p class="p"><img class="image" width="816" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/U9Z58aLHXBHGnDvmjvdN/c2c685e0-a644-11ec-840b-42010a800002?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1660788061&amp;Signature=br8I8Tz8K%2FnTNySPpfwsoi1OUCj8qBh9gOw5aXVsy%2FRQ69XwKblVdH8gSpoxosVRR8sGIH7TV5%2Fhdu6SWGfE9PVXny0M0bejeEJZi%2BS7NVhSCXNdxVG2EOn80yXLTHDOLPJ48KVX3qz4pVIJcJvld%2BUyeS7qYgzwLjUeMO%2FhiKivG9my0VRrQL8HdZJUevhJ9%2FbU4ELYewjdGEpD30EkqFlAVMciXf2hjg%2BE9E37aJCoxU8bVu6LmMldYMEsjEmz6iNGLw9TA%2FSCqTxTbXVk3UN2qHimL6GM3Fj5Jy92cPXLHG0%2BsIgrpyuMxpoFD3y7Stmh45PqCImuHqQavATtyw%3D%3D"></p>
        </section><section class="section"><h2 class="title sectiontitle">Viewpoint Help</h2>
            
            <p class="p">Viewpoint Help includes content for multiple products in a single website, providing the following benefits:</p>
            <div class="p">
                <ul class="ul" id="concept-120601__ul_e1g_hm4_ypb"><li class="li">A single point of entry for Help content</li><li class="li">Dynamic search capability across Help content for multiple products and versions</li><li class="li">Ease in sharing and socializing Help articles</li><li class="li">Ability to print or create PDFs of individual Help articles or entire sections of content</li></ul>
            </div>
            <p class="p">For more information, see <a class="xref" href="/vista/2022-r1/whats-new/about-viewpoint-help">About Viewpoint Help</a>.</p>
        </section><section class="section">
            
            <p class="p"><a class="xref" href="/vista/2022-r1/whats-new/vista-2022-r1-service-packs">Vista 2022 R1 Service Packs</a></p>
        </section></div></article></main></body>

With Automatic Invoicing, Trimble Construction One users can automatically enter invoice headers into Vista without performing manual data entry, saving time and avoiding potential mistakes.

Automatic Invoicing with Trimble Construction One

vista/2022-r1/whats-new/whats-new-in-vista-2022-r1

The Vista 2022 R1 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.

What's New in Vista 2022 R1

What's New in ProContractor 4.1.0

Viewpoint Help

Vista

Viewpoint HR Management for Vista

Viewpoint HR Management for Spectrum

Viewpoint Field View

Viewpoint For Projects

Jobpac Connect

Viewpoint Field Time

Videos

Find information about setting up Cash Management and performing maintenance tasks.

Set Up and Maintain Cash Management

The Cash Management system provides you with
         the capabilities to analyze bank accounts and reconcile account statements.

Welcome to Help for all Trimble Viewpoint products.

Company ID# (US)